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Bank of America Series L

268 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 257268 (+11)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

6% less capital invested

Capital invested by funds: $2.28B → $2.15B (-$126M)

7.7% less ownership

Funds ownership: 211.29%203.59% (-7.7%)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
29
Increased
68
Reduced
70
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$551K -$140K -113 -20%
JIC
152
JRM Investment Counsel
Nebraska
$549K -$7.42K -6 -1%
RBFC
153
Roman Butler Fullerton & Co
Missouri
$542K
RIL
154
Rothschild Investment LLC
Illinois
$541K +$217K +175 +63%
IAS
155
Insigneo Advisory Services
Florida
$535K -$8.66K -7 -2%
HF
156
HRT Financial
New York
$532K +$553K +447 New
SG Americas Securities
157
SG Americas Securities
New York
$512K
SFS
158
Sowell Financial Services
Arkansas
$502K
CPIG
159
Chicago Partners Investment Group
Illinois
$494K +$3.71K +3 +0.8%
1L
160
10Elms LLP
Oklahoma
$490K +$501K +405 +6,750%
ASC
161
Ares Systematic Credit
$486K +$505K +408 New
DWP
162
Daymark Wealth Partners
Ohio
$474K +$45.8K +37 +10%
MCM
163
Marathon Capital Management
Maryland
$465K
USCWA
164
U.S. Capital Wealth Advisors
Texas
$459K
IWC
165
Integrated Wealth Concepts
Massachusetts
$459K +$24.7K +20 +5%
PWSG
166
Pacific Wealth Strategies Group
California
$442K
CF
167
Centaurus Financial
California
$434K +$1.24K +1 +0.3%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$430K +$126K +102 +39%
Cerity Partners
169
Cerity Partners
New York
$427K +$214K +173 +93%
IRM
170
Income Research & Management
Massachusetts
$423K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$413K -$168K -136 -28%
SWA
172
Sax Wealth Advisors
New Jersey
$413K
CAC
173
Certified Advisory Corp
Florida
$412K -$35.9K -29 -8%
TWM
174
TCFG Wealth Management
California
$405K
TIA
175
TCFG Investment Advisors
California
$405K +$421K +340 New